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Jan 16, 2013
01/13
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the low-ends retail environment is more competitive. they have to become more promotional, code word for more discounts. in order to hold their own, they vo have to put real pressure on margins. the higher payroll taxes on consumers, it's very hard to make the case that dollar stores can be owned here. it's true companies have big long-term growth stories, and they have to expand store base around the country. that's not a reason to buy them as long as existing stores have so much trouble. at this point, dollar stores may be too cheap to go much lower, dollar tree sells 14 times earnings, and when their historical multipliers are higher, however, there is no catalyst that can get that multiple to expand. no catalyst to drive this stock higher, and that makes buying them frankly a big no-no. you said to me, jim, give me something in the space. you want something in the space? i say go with cramer fave five below. five for you home gamers. i've been a big fan of this company since it became public in july, and -- philadelphia based and if
the low-ends retail environment is more competitive. they have to become more promotional, code word for more discounts. in order to hold their own, they vo have to put real pressure on margins. the higher payroll taxes on consumers, it's very hard to make the case that dollar stores can be owned here. it's true companies have big long-term growth stories, and they have to expand store base around the country. that's not a reason to buy them as long as existing stores have so much trouble. at...
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Jan 16, 2013
01/13
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in the near term, overall performance of the pc client group is key to understanding the overall environment. but for the stock, the company's full year guidance, which we expect to hear, probably matters more so i'll be watching that. longer term, analysts need better evidence that intel really can gain ground in tablets and smartphones where so far, chip giant just hasn't made a dent. back to you. >> thank you for that, jon fortt. the other issue is inventory. that's been rising as a percent of revenues since the third quarter of last year. and that is -- they have to scale back production in order to cut back the inventory. >> they are so poorly positioned in the tablet space, tabletting are destroying laptops right now. if you talk about emerging market growth, it's again, back to that apple story. it's as a much lower gross margin. intel guided gross margins to 57%. that's the lowest since q-3 2009. i don't think it's a good press. it just rallied 10% off the november lows, but it's kind of in no man's land. you really need to get a sense how they are positioned. don't forget, they are
in the near term, overall performance of the pc client group is key to understanding the overall environment. but for the stock, the company's full year guidance, which we expect to hear, probably matters more so i'll be watching that. longer term, analysts need better evidence that intel really can gain ground in tablets and smartphones where so far, chip giant just hasn't made a dent. back to you. >> thank you for that, jon fortt. the other issue is inventory. that's been rising as a...
SFGTV: San Francisco Government Television
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Jan 15, 2013
01/13
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SFGTV
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with cannot solve global warming by ourselves seven cisco but we can show what we can do for the environment; i am proud of the fact that we are on the cutting edge but together we should do better. we have a hard-working ethics commission and san franciscans have repeatedly worked for ethics reform; we need to make sure that the laws are enforced and the public is no question our transparency. now, in any legislature is easy to think of ourselves as rivals, as part of one faction or another. today was different about this board of supervisors is that there are more of us who do not think that the rigid labels of yesterday help. no one outside the city sees the differences between us, and there are endless opportunities for each of us to lead. a few months ago our beloved san francisco giants won the world series again. (applause) and they did it because every single member of the team showed up every day, played to the strengths, work together as a team, and took turns making the big plays. whether it supervisor mar, or supervisor farrell addressing looming costs, supervisor breed getting t
with cannot solve global warming by ourselves seven cisco but we can show what we can do for the environment; i am proud of the fact that we are on the cutting edge but together we should do better. we have a hard-working ethics commission and san franciscans have repeatedly worked for ethics reform; we need to make sure that the laws are enforced and the public is no question our transparency. now, in any legislature is easy to think of ourselves as rivals, as part of one faction or another....
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Jan 17, 2013
01/13
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CNBC
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i actually feel the environment is still tough, maybe getting more friendlives can i ask you about the rally we've had generally? it's notable that goldman sachs has outperformed both the ac and citi with an 18% rise in the stock over the last month. today, of course, you downgraded goldman sachs in the light of that move. where are you on the sort of share price movement that is we might see in those three and oats moves forward? >> to see additional up side in a broker dealing, you have to see the economy get better. that could happen. i'm hoping it will happened. i'm just not sure if this is the time to put new money into goldman sachs, if we're sure not sure that will play its way out. it's just a matter of, how long does it take for the uncertainty to get out of the way, so companies can get back to making acquisitions. >> jeff, do people give you a hard time when you cut the ratings and yet boost the price targets? that gets made fun of a lot. >> yeah, we do get some for it. the price target increase, it's very form layically driven. what our pick it into our what it's done over
i actually feel the environment is still tough, maybe getting more friendlives can i ask you about the rally we've had generally? it's notable that goldman sachs has outperformed both the ac and citi with an 18% rise in the stock over the last month. today, of course, you downgraded goldman sachs in the light of that move. where are you on the sort of share price movement that is we might see in those three and oats moves forward? >> to see additional up side in a broker dealing, you have...
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Jan 13, 2013
01/13
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CNNW
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. >> reporter: still, some conservative christians say the focus shouldn't be on guns, but on the environment giving rise to this violence. >> instead of having as the nra proposes a policeman in every school. getting a dad in every home. >> reporter: vice president biden said he's glad that evangelical groups participated in his meetings because in the past, they have been reluctant to engage on the gun issue." athena jones, cnn, washington. >>> time for a little introduction. i want you to take a look here. this is my cat, browser. he's at home right now watching the show, no doubt. but he's pretty cute and cuddly. i spoil him rotten, but could he be plotting something sinister? could he be plotting to kill me? doesn't look like it there. we'll talk about it next with the author of "how to tell if your cat is trying to kill you." about health care... s i tuned it all out. with unitedhealthcare, i get information that matters... my individual health profile. not random statistics. they even reward me for addressing my health risks. so i'm doing fine... but she's still going to give me a hear
. >> reporter: still, some conservative christians say the focus shouldn't be on guns, but on the environment giving rise to this violence. >> instead of having as the nra proposes a policeman in every school. getting a dad in every home. >> reporter: vice president biden said he's glad that evangelical groups participated in his meetings because in the past, they have been reluctant to engage on the gun issue." athena jones, cnn, washington. >>> time for a...
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Jan 19, 2013
01/13
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i think it's fermented a -- you know, an environment that's become increasingly uncivil. >> all right. we have exhausted this subject. i want to move on quickly and i don't have a lot of time. i want to talk about you said the president seemed antagonistic and other people say the president is more confident now and has really come into his own in the second term. she said antagonistic. do you see antagonistic or more confident now? >> i think there's some big things the country has to do for gun reform, for example. big things that the president -- he has to do. he has to be strong and show leadership to get these things done. you know, republicans are ready to come out and say they don't want to have anything to do with it. so as a leader, he's got to sort of pull together the country, go to the people, organize and get this thing done. he can't wait for congress to -- wait for congress to do it. he's got to try to get as much done as he possibly can. >> i think he's both things, more confident and maybe more antagonistic. maybe more antagonistic because he is more confident. >> las
i think it's fermented a -- you know, an environment that's become increasingly uncivil. >> all right. we have exhausted this subject. i want to move on quickly and i don't have a lot of time. i want to talk about you said the president seemed antagonistic and other people say the president is more confident now and has really come into his own in the second term. she said antagonistic. do you see antagonistic or more confident now? >> i think there's some big things the country has...